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Hood River Capital Management LLC — 13F Holdings & Portfolio

CIK 1578177 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Hood River Capital Management LLC manages $13.79B in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are APLD (6.09%), DOCN (4.78%), MTZ (3.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions, exited 36, added to 105, and trimmed 20.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2373 PGA BOULEVARD, SUITE 200
PALM BEACH GARDENS, FL 33410
Phone
(561) 484-5699
Filing Manager
Hood River Capital Management LLC
PALM BEACH GARDENS, FL
Signatory
Robert Schmaltz
Chief Compliance Officer
Loading holdings…
AUM

$13.79B

Long-equity book

Holdings

166

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+35 / −36 / ↑105 / ↓20

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIGITALOCEAN HOLDINGS INC$360.5M +120.5%
  • APPLIED DIGITAL CORP$292.1M +53.3%
  • DAVE INC$212.0M +106.2%
  • BLOOM ENERGY CORP- A$193.8M +90.8%
  • SEMTECH CORP$188.3M +107.1%
Show all 105 →

Top Trims

  • QXO INC-$72.7M -46.0%
  • MADRIGAL PHARMACEUTICALS INC-$39.8M -30.5%
  • KRATOS DEFENSE & SECURITY-$35.0M -18.3%
  • OLLIES BARGAIN OUTLET HLDG INC-$23.4M -29.0%
  • TRANSMEDICS GROUP INC-$19.7M -28.3%
Show all 20 →

New Positions

  • BANDWIDTH INC-CLASS A$145.3M
  • AEROVIRONMENT INC$93.1M
  • COGNEX CORP$84.9M
  • CELCUITY INC$65.7M
  • NEW ERA ENERGY & DIGITAL INC$54.8M
Show all 35 →

Exited Positions

  • COMFORT SYSTEMS USA INC$343.9M
  • HCI GROUP INC$96.4M
  • RAMBUS INC$62.6M
  • KURA SUSHI USA INC CLASS A$55.6M
  • NUVALENT INC-A$49.2M
Show all 36 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLIED DIGITAL CORP APLD 038169207 $840.0M 6.09% 22,518,887 SH
2 DIGITALOCEAN HOLDINGS INC DOCN 25402D102 $659.6M 4.78% 4,200,719 SH
3 MASTEC INC MTZ 576323109 $488.4M 3.54% 1,173,918 SH
4 DAVE INC DAVE 23834J201 $411.4M 2.98% 1,104,277 SH
5 BLOOM ENERGY CORP- A BE 093712107 $407.4M 2.95% 1,345,873 SH
6 SEMTECH CORP SMTC 816850101 $364.2M 2.64% 2,250,382 SH
7 XPO INC XPO 983793100 $266.4M 1.93% 1,297,453 SH
8 FIRSTCASH HOLDINGS INC FCFS 33768G107 $264.3M 1.92% 1,221,912 SH
9 KRYSTAL BIOTECH INC KRYS 501147102 $246.6M 1.79% 663,375 SH
10 KNIGHT-SWIFT TRANSPORTATION KNX 499049104 $238.1M 1.73% 3,058,241 SH
11 LUMENTUM HOLDINGS INC LITE 55024U109 $225.5M 1.63% 262,757 SH
12 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $224.8M 1.63% 1,469,538 SH
13 LIVANOVA PLC LIVN G5509L101 $211.0M 1.53% 2,565,477 SH
14 GUARDANT HEALTH INC GH 40131M109 $209.3M 1.52% 1,395,307 SH
15 APPLIED OPTOELECTRONICS INC AAOI 03823U102 $206.3M 1.50% 1,392,510 SH
16 BABCOCK & WILCOX ENTERPR BW 05614L209 $193.0M 1.40% 13,689,679 SH
17 XOMETRY INC-A XMTR 98423F109 $191.9M 1.39% 1,988,360 SH
18 HUT 8 CORP HUT 44812J104 $190.7M 1.38% 1,651,895 SH
19 RXO INC RXO 74982T103 $178.7M 1.30% 6,478,546 SH
20 KRATOS DEFENSE & SECURITY KTOS 50077B207 $156.4M 1.13% 3,137,727 SH
21 CUSTOMERS BANCO CUBI 23204G100 $153.6M 1.11% 1,941,996 SH
22 CLEAN HARBORS INC CLH 184496107 $149.0M 1.08% 498,747 SH
23 BLACKBERRY LTD BB 09228F103 $147.7M 1.07% 11,672,761 SH
24 ALIGNMENT HEALTHCARE INC ALHC 01625V104 $147.3M 1.07% 6,184,526 SH
25 BANDWIDTH INC-CLASS A BAND 05988J103 $145.3M 1.05% 2,295,924 SH
26 PRAXIS PRECISION MEDICINES I PRAX 74006W207 $142.3M 1.03% 425,167 SH
27 PTC THERAPEUTICS INC PTCT 69366J200 $141.8M 1.03% 1,738,613 SH
28 GRANITE CONSTRUCTION INC GVA 387328107 $137.7M 1.00% 871,255 SH
29 UNITY SOFTWARE INC U 91332U101 $135.4M 0.98% 4,736,216 SH
30 RUSH STREET INTERACTIVE INC RSI 782011100 $132.5M 0.96% 4,454,433 SH
31 SCHOLAR ROCK HOLDING CORP SRRK 80706P103 $122.4M 0.89% 2,224,788 SH
32 ACI WORLDWIDE INC ACIW 004498101 $117.2M 0.85% 2,329,869 SH
33 ESCO TECHNOLOGIES INC ESE 296315104 $115.6M 0.84% 330,297 SH
34 INSMED INC INSM 457669307 $112.7M 0.82% 1,056,871 SH
35 RED CAT HOLDINGS INC RCAT 75644T100 $112.7M 0.82% 10,578,223 SH
36 BUTTERFLY NETWORK INC BFLY 124155102 $111.1M 0.81% 13,190,130 SH
37 CAVA GROUP INC CAVA 148929102 $110.4M 0.80% 1,406,249 SH
38 PROTAGONIST THE PTGX 74366E102 $108.2M 0.78% 882,738 SH
39 API GROUP CORP APG 00187Y100 $107.5M 0.78% 2,538,774 SH
40 DRAFTKINGS INC - CL A DKNG 26142V105 $107.2M 0.78% 4,245,469 SH
41 LIFE TIME GROUP HOLDINGS INC LTH 53190C102 $104.1M 0.76% 2,549,719 SH
42 BRIDGEBIO PHARMA INC BBIO 10806X102 $100.4M 0.73% 1,347,535 SH
43 SITIME CORP SITM 82982T106 $99.7M 0.72% 133,699 SH
44 AXSOME THERAPEUTICS INC AXSM 05464T104 $98.6M 0.71% 402,678 SH
45 ONDAS INC ONDS 68236H204 $96.3M 0.70% 11,688,295 SH
46 KARMAN HOLDINGS INC KRMN 485924104 $95.6M 0.69% 1,915,993 SH
47 TTM TECHNOLOGIES TTMI 87305R109 $93.8M 0.68% 501,716 SH
48 AEROVIRONMENT INC AVAV 008073108 $93.1M 0.68% 564,254 SH
49 WESBANCO INC WSBC 950810101 $92.4M 0.67% 2,367,331 SH
50 ARROWHEAD PHARMACEUTICALS IN ARWR 04280A100 $91.4M 0.66% 1,120,747 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $13.79B 166 0001214659-26-010150
2026-03-31 2026-05-15 $9.98B 170 0001214659-26-006258
2025-12-31 2026-02-17 $9.12B 175 0001214659-26-001836
2025-09-30 2025-11-14 $8.47B 156 0001214659-25-016490